Exporter
Full legal name and EIN/Tax ID plus contact information for the party legally responsible for export compliance and record retention.
Accurate declarations ensure legal compliance, reduce risk of cargo delays or seizure, and provide the data agencies use for trade monitoring and statistics.
Typical preparers include exporters, freight forwarders, customs brokers, and carriers operating in international logistics.
Multiple parties use the declaration for licensing, compliance audits, shipment release, and recordkeeping obligations.
Full legal name and EIN/Tax ID plus contact information for the party legally responsible for export compliance and record retention.
Name, address, and country of destination for the party receiving the goods; must match commercial documents and any license conditions.
Harmonized System (HS) or Schedule B code with accurate unit and quantity measures; misclassification triggers delays and penalties.
Declared invoice value in U.S. dollars and method of valuation; customs uses this for export statistics and potential duty/fees.
Export license or authorization numbers and ECCN/classification when required by BIS, State, or other U.S. agencies; attach supporting documentation.
Mode, port of export, carrier and bill of lading or airway bill information used for arrival, manifesting, and agency screening.
| Upload Document Template | Store a master EEI template with required fields. |
|---|---|
| Automatic Field Mapping | Map ERP or order data to declaration fields for accuracy. |
| Signer Order | Define execution order for exporter, broker, and carrier. |
| Authentication Settings | Require email or two-factor authentication for signers. |
| Delivery Options | Choose secure email, SFTP, or API push to carrier systems. |
Choose a platform that supports structured data exports, APIs, and common enterprise integrations to reduce manual rekeying.
File EEI or export declaration before goods leave the U.S. per carrier and agency timings.
Follow carrier manifest deadlines which can be hours before departure.
Obtain agency licenses well before shipment, allow processing time.
Submit corrections promptly if data errors are discovered.
Retain documents for the statutory retention period after export.
Exporter confirms shipment details and generates commercial invoice.
Goods are packed, weighed and inspected for export controls.
EEI submitted and validated by broker or AES.
Carrier receives release and loads goods for export.
Tech Data integrated e-signature and automated routing to streamline export-related paperwork and reduce processing time.
Xerox tied signing workflows to NetSuite to auto-populate export fields and reduce manual entries.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |